07-08-2013 02:13 AM
Using Sage ACT! Pro 2013 Version 18.104.22.168
I have a business that looks after property on behalf of letting agents. Each letting agent may have several points of contact and many properties. The properties require maintenance to be carried out at prescribed intervals in order to comply with legislation.
I am building my ACT database and currently have the Agent as the Company, and the Contact as the "Contact". I am looking for a way now to add the Property details but am at a loss as to exactly how to do this. It doesn't really matter if the property is linked to the contact or to the company.
I need to record Address, number of rooms, style of house etc so that I can flag when an action needs to take place.
Is there a way I can do this? Any help/advice would be appreciated.
07-08-2013 05:07 AM
I would recommend using a custom table for that - I think it will give you much more functionality and search capabilities than trying to modify the existing contact fields. The two best-known products that allow you to create custom tables are from Topline Results http://toplineresults.com/addons/topline-designer.aspx and Durkin Computing http://durkincomputing.com/ACT-Addon-Impact_Suite.aspx. An Act! Certified Consultant can make things much easer for you. http://act.com/partners/act-certified-consultants/ Hope that helps.
07-08-2013 12:52 PM
Many thanks for your response.
I will look into these options over the next few days.
Pleased it isn't a simple solution really. Been turning this one over for a few weeks and couldn't come up with a simple solution.